Overview
Francis is a financial planning and analysis (FP&A) platform. You build budgets and rolling forecasts in it on top of actuals synced from your accounting system: Xero, QuickBooks Online, NetSuite, Microsoft Dynamics 365 Business Central, or e-conomic. This connector lets Claude read your Francis models, so you can ask finance questions in plain language and get answers based on your real numbers: - Where will the year land? Combine closed-month actuals with the latest forecast for the rest of the year. - Budget vs. actuals: compare any saved version against actuals or the current forecast, and see which rows cause the biggest gaps. - Drill into the numbers: go from a P&L line to the accounting transactions behind it. - Slice by dimension: break results down by department, region, entity, or any other dimension in your model. - Understand the model: look at the sheet structure, row formulas, and what drives a forecast line. - Check data health: see which data sources are connected, when they last synced, and which accounts aren't mapped to the model.
